by David Cleary, CFA | Feb 28, 2024 | The Timber Log
The Timber Log is a quick overview of Timber Point Capital’s most recent investment thoughts. If you have questions about the content, please reach out to Patrick Mullin. The information contained herein does not constitute investment advice or a recommendation for...
by David Cleary, CFA | Jan 8, 2024 | Commentary
Despite a steady drumbeat of negativity from the financial media and the investment community throughout the year, 2023 proved to be an extraordinarily good time for markets in the United States. Following a terrible 2022, investors began the year exhausted, and...
by David Cleary, CFA | Nov 17, 2023 | The Timber Log
The Timber Log is a quick overview of Timber Point Capital’s most recent investment thoughts. If you have questions about the content, please reach out to Patrick Mullin. The information contained herein does not constitute investment advice or a recommendation for...
by David Cleary, CFA | Nov 1, 2023 | The Timber Log
The Timber Log is a quick overview of Timber Point Capital’s most recent investment thoughts. If you have questions about the content, please reach out to Patrick Mullin. The information contained herein does not constitute investment advice or a recommendation for...
by David Cleary, CFA | Oct 4, 2023 | Commentary
After encouraging economic signs throughout the first seven months of 2023, where inflation exceeded expectations to the downside and growth exceeded expectations to the upside, investment markets took a sharp turn downwards in August and September. The primary...
